The Role: I am recruiting a Financial Planner on behalf of Monenti Partners, a leading independent Financial Planning firm based in central London (WC1). The successful candidate is likely to be a relatively recently qualified Financial Adviser, keen to take ownership of an established portfolio of frequently complex, HNW clients, providing fully holistic, independent lifestyle financial planning, whilst working alongside and learning from expert Chartered Financial Planners.

The Person: The successful Financial Planner (Financial Advisor, Financial Adviser, IFA) will be a warm relationship builder who is service orientated and who is capable of delivering a personalised and holistic financial planning service of the highest standard, providing clarity and empowering clients to make informed decisions. You will receive the support and funding to enable you to progress professionally, working towards becoming Chartered (if you are not already). The successful Financial Planner will be aspirational and keen to make a significant contribution to the growth of a progressive and ambitious firm while being invested in, valued and rewarded accordingly.

Salary and Benefits: This is an employed role paying a salary of up to £75,000 + option for hybrid working + CPD and full support with professional exams + bonus + 25 days holiday + bank holidays + long service additional leave award + company pension + private medical cover + death in service cover + cycle to work scheme + season ticket loan.

The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning they offer to their clients and the positive outcomes they deliver for them as a result, taking their clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values – Integrity, Diligence, Commitment, Energy and Curiosity – values which guide their every action and serve as the standard to which they hold themselves accountable.

Financial Planner (Financial Adviser, Financial Advisor, IFA)

Responsibilities:

Service and develop strong relationships with an established portfolio of clients.
Conduct client meetings, providing a highly personalised, holistic financial planning service.
- Life planning and goal setting
- Cashflow forecasting (using Voyant).
- Investment and portfolio construction.
- Pension and retirement planning.
- Inheritance tax and estate planning
- Contingency planning
- Capital protection.
- Ongoing investment and portfolio reviews.
Work with Paraplanning support team to ensure all technical advice is expertly prepared prior to meetings and that all client wishes are followed in an appropriate and timely manner.
Ensure all regulatory and compliance standards are met.
Contribute to the ongoing growth and development of best practice within the business.

Financial Planner (Financial Adviser, Financial Advisor, IFA), Skills and Experience:

Experience of working as a Financial Adviser, providing a comprehensive Financial Planning service.
Experience of all areas of financial planning – cashflow forecasting, taxation, investment portfolio management, pensions, protection, estate planning etc.
Diploma in Financial Planning (Dip PFS, Level 4) and either Chartered or keen to work towards becoming a Certified/Chartered Financial Planner (full support with this will be provided).
A keen listener, a strong relationship builder and collaborative team player with a caring, customer centric approach.
Quality focused, analytical with excellent attention to detail.

Dawn O’Shea is the Recruitment Partner, recruiting the Financial Planner (Financial Adviser, Financial Advisor, IFA) directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

CV Elite Ltd

New Jobs

Financial Adviser